SWA
Sutton Wealth Advisors’s Dine Brands DIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-407
| Closed | -$26.3K | – | 1010 |
|
2022
Q4 | $26.3K | Hold |
407
| – | – | 0.01% | 590 |
|
2022
Q3 | $25.9K | Hold |
407
| – | – | 0.01% | 579 |
|
2022
Q2 | $26.5K | Sell |
407
-5
| -1% | -$325 | 0.01% | 574 |
|
2022
Q1 | $32.1K | Buy |
412
+2
| +0.5% | +$156 | 0.01% | 551 |
|
2021
Q4 | $31.1K | Buy |
410
+5
| +1% | +$379 | 0.01% | 563 |
|
2021
Q3 | $32.9K | Hold |
405
| – | – | 0.01% | 529 |
|
2021
Q2 | $36.1K | Hold |
405
| – | – | 0.01% | 504 |
|
2021
Q1 | $36.5K | Hold |
405
| – | – | 0.01% | 486 |
|
2020
Q4 | $23.5K | Hold |
405
| – | – | 0.01% | 566 |
|
2020
Q3 | $22.1K | Hold |
405
| – | – | 0.01% | 516 |
|
2020
Q2 | $17.1K | Sell |
405
-198
| -33% | -$8.34K | 0.01% | 585 |
|
2020
Q1 | $17.3K | Hold |
603
| – | – | 0.01% | 514 |
|
2019
Q4 | $50.4K | Hold |
603
| – | – | 0.03% | 302 |
|
2019
Q3 | $45.7K | Hold |
603
| – | – | 0.03% | 329 |
|
2019
Q2 | $57.6K | Hold |
603
| – | – | 0.03% | 274 |
|
2019
Q1 | $55K | Hold |
603
| – | – | 0.03% | 275 |
|
2018
Q4 | $40.6K | Hold |
603
| – | – | 0.03% | 312 |
|
2018
Q3 | $49K | Hold |
603
| – | – | 0.03% | 297 |
|
2018
Q2 | $45.1K | Hold |
603
| – | – | 0.03% | 313 |
|
2018
Q1 | $39.5K | Hold |
603
| – | – | 0.03% | 336 |
|
2017
Q4 | $30.6K | Hold |
603
| – | – | 0.02% | 406 |
|
2017
Q3 | $25.9K | Sell |
603
-89
| -13% | -$3.83K | 0.02% | 458 |
|
2017
Q2 | $30.5K | Buy |
+692
| New | +$30.5K | 0.02% | 388 |
|
2017
Q1 | – | Sell |
-424
| Closed | -$32.6K | – | 1066 |
|
2016
Q4 | $32.6K | Hold |
424
| – | – | 0.03% | 349 |
|
2016
Q3 | $33.6K | Hold |
424
| – | – | 0.03% | 327 |
|
2016
Q2 | $35.9K | Hold |
424
| – | – | 0.03% | 297 |
|
2016
Q1 | $39.6K | Buy |
+424
| New | +$39.6K | 0.04% | 281 |
|